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12 Must Read Posts For Internal Wholesalers

Some internals are just starting their careers in distribution, and chomping at the bit to move out to the field.

Others choose to work on the inside because it affords them the right mix of career and life balance.

[Read more…]

Four Meetings, Save a Life, Dinner With Rep – Just Another Day

Recently on LinkedIn and this website we put out the call for outrageous stories from wholesalers.

You know, those barely believable incidents that involve reps, other wholesalers or managers.

While we ask you to chronicle those tales (anonymously if you wish), we were struck by this reply at the Investment Wholesalers of America group:

[Read more…]

Five Ways to Become a More Conscious Capitalist with Kim Ann Curtin

It seems that weekly our financial services sector is the topic of another unsavory story.

In fact vilifying Wall Street, and those that work on it, has become sport.

Our guest this week addresses this phenomenon and offers insights into how we transform our sector.

[Read more…]

The Wholesaler’s Three in ’13

Along the path of your business planning you’ll be asked for (or should be asked for) your goals for the year ahead.

These lists of goals too frequently find their way into your plan but aren’t reviewed as much as they should be.

Recently we started asking this simple (not really simple) question of our Wholesaler Masterminds Coaching clients:

[Read more…]

Wholesaler Satisfaction Survey Results

During the month of February we ran a brief three question survey to take the pulse of wholesaler satisfaction.

The results of the survey were surprising – sort of.

In January, which seemed to be ’employee satisfaction survey’ month in the human resources world, the following reports began to emerge:

[Read more…]

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